How do I show a client their full outstanding balance Provide clients with their full outstanding balance by generating a Debtor Statement. It shows current charges, unpaid invoices, and the total due across all files.
Draft vs Authorised Invoices: What’s the Difference? Draft invoices in Law App don’t appear in debtor statements and may not show in some reports. Learn how to identify drafts and finalise them to keep your records accurate.
General Receipts in Law App – Including Add, Authorise and Allocate to an Invoice Easily manage receipts and invoices in The Law App. Learn how to add receipts, allocate payments, and streamline client communication with simple tools.
Refunds in Law App Learn how to handle refunds in Law App, including client overpayments, overcharged or supplier refunds, discounts, and bad debt write-offs. Step-by-step methods keep your accounts accurate and compliant.
Set File Rate for an Individual File for Timesheets This guide provides a straightforward process for updating file rates and timesheet entries, ensuring accurate billing. By following these steps,...